WCM Investment Management
SR icon

WCM Investment Management’s Spire SR Stock Holding History

WCM Investment Management’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-9,278
Closed -$599K – 150
2016
Q4 		$599K Sell
9,278
-38,838
-81% -$2.44M 0.01% 149
2016
Q3 		$3.07M Sell
48,116
-43,145
-47% -$2.88M 0.04% 114
2016
Q2 		$6.46M Buy
+91,261
New +$6M 0.1% 72
2016
Q1 		– Sell
-194,220
Closed -$11.5M – 121
2015
Q4 		$11.5M Sell
194,220
-17,100
-8% -$986K 0.24% 51
2015
Q3 		$11.5M Sell
211,320
-19,084
-8% -$1.02M 0.29% 45
2015
Q2 		$12M Buy
230,404
+11,828
+5% +$617K 0.27% 55
2015
Q1 		$11.2M Sell
218,576
-2,523
-1% -$132K 0.23% 71
2014
Q4 		$11.8M Buy
221,099
+5,570
+3% +$280K 0.34% 52
2014
Q3 		$10M Sell
215,529
-5,392
-2% -$259K 0.31% 57
2014
Q2 		$10.7M Sell
220,921
-2,033
-0.9% -$95K 0.27% 73
2014
Q1 		$10.5M Sell
222,954
-8,519
-4% -$387K 0.38% 69
2013
Q4 		$10.5M Sell
231,473
-21,817
-9% -$1M 0.38% 65
2013
Q3 		$11.4M Buy
253,290
+8,319
+3% +$376K 0.6% 51
2013
Q2 		$11.2M Buy
+244,971
New +$11.2M 0.6% 50

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

WCM Investment Management's SR Position: Q1 2017 in Review

WCM Investment Management sold out of Spire (SR) in Q1 2017, closing a stake of 9,278 shares — an estimated $599K sold.

WCM Investment Management first reported a position in SR in Q2 2013 and held it in 14 quarters. The position peaked at $12M in Q2 2015. 233 funds tracked by Wall St. Rank hold SR as of Q1 2017.

  • WCM Investment Management reported no remaining Spire position as of Q1 2017 after selling out during the quarter.
  • WCM Investment Management sold 9,278 Spire shares in Q1 2017, an estimated $599K.
  • WCM Investment Management first reported a position in Spire in Q2 2013 and held it in 14 quarters.
  • WCM Investment Management's Spire position peaked at $12M in Q2 2015.
  • 233 funds tracked by Wall St. Rank held Spire as of Q1 2017.

Based on WCM Investment Management's 13F filing for Q1 2017, filed 11 Apr 2017.